Create a Smart List
Last update: July 18, 2024
- Topics:
- Smart Lists
Smart Lists allow you to find specific groups of people using simple filters. Here’s how to create one.
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Go to Marketing Activities.
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Select the program you want to create the Smart List in.
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Under New, click New Local Asset.
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Select Smart List.
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Enter a Name and click Create.
Ta-da, great job! Now let’s add and define some filters.
Related Articles
Previous pageBest Practices for Smart Lists
Next pageDefine Smart List Filters
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- Smart Lists and Static Lists
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- Clone a List or Smart List
- Create and Change Views for Lists and Smart List
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- OP-Deliverability Management
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- Create a Free-Form Landing Page
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- Landing Page Actions
- Approve Multiple Landing Pages at Once
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- Understanding Elements and Variables in Guided Templates
- Guided Landing Page Template List
- Guided Landing Page Templates
- Template 1A
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- Template 1D
- Template 1E
- Template 1F
- Template 2A
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- Template 2D
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- Template 3C
- Template 3D
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- Template 4C
- Template 5A
- Template 5B
- Template 5C
- Template 5D
- Template 5E
- Template 6A
- Template 6B
- Template 6C
- Template 6D
- Template 6E
- Template 7A
- Template 7B
- Template 7C
- Template 7D
- Template 7E
- Template 7F
- Template 8A
- Template 8B
- Template 8C
- Template 8D
- Template 8E
- Template 8F
- Template 8G
- Template 9A
- Template 9B
- Template 9C
- Template 9D
- Template 9E
- Template 9F
- Template 10A
- Template 10B
- Template 10C
- Template 10D
- Template 10E
- Template 10F
- Template 11A
- Template 11B
- Template 11C
- Template 11D
- Template 11E
- Template 11F
- Template 12A
- Template 12B
- Template 12C
- Template 12D
- Template 12E
- Template 12F
- Template 13A
- Template 13B
- Template 13C
- Template 13D
- Template 13E
- Template 14A
- Template 14B
- Template 14C
- Template 14D
- Template 14E
- Template 15A
- Template 15B
- Template 15C
- Template 15D
- Template 15E
- Template 16A
- Template 16B
- Template 16C
- Template 16D
- Template 16E
- Template 17A
- Template 17B
- Template 17C
- Template 17D
- Template 17E
- Template 18A
- Template 18B
- Template 18C
- Template 18D
- Template 18E
- Template 19A
- Template 19B
- Template 19C
- Template 19D
- Template 19E
- Template 20A
- Template 20B
- Template 20C
- Template 20D
- Template 20E
- Personalizing Landing Pages
- Add a Snippet to a Landing Page
- Add Additional Landing Page CNAMEs
- Add SSL to Your Landing Pages
- Add Text and Tokens to a Landing Page
- Enable Personalized URLs for a Landing Page
- Enable Personalized URLs for Your Account
- Export a List with Personalized URLs
- Include a Calendar Event ICS File in a Landing Page
- Redirect a URL Path
- Tokens Overview
- Use Dynamic Content in a Landing Page
- Using the URL Builder
- Social
- Email Marketing
- Deliverability
- Durable Unsubscribe
- Email Deliverability Power Pack: How to Import a Seed List
- Hard and Soft Bounces in Email
- Set up a Custom DKIM Signature
- Set up SPF and DKIM for your Email Deliverability
- Shared and Dedicated IP Addresses
- Understanding Unsubscribe
- Use Your Dedicated IP Addresses to Send Emails
- Inbox Tracker
- Drip Nurturing
- Email Designer
- Email Programs
- Creating an Email Program
- Email Program Actions
- Abort Email Program
- Approve/Unapprove an Email Program
- Choose an Existing Email
- Create an Email for an Email Program
- Email Test - A/B Test
- Enable/Disable Communication Limits in an Email Program
- Head Start for Email Programs
- Move an Email
- Schedule Your Email Program
- Scheduling with Recipient Time Zone
- Email Program Data
- Managing People in Email Programs
- General
- Understanding the Email Editor
- Creating an Email
- Email Editor 2
- Functions in the Editor
- Forward to a Friend Link in Emails
- Include a Calendar Event (.ics) in an Email
- Make an Email Operational
- Preview an Email with Dynamic Content
- Send Emails from the Lead Owner
- Using Dynamic Content in an Email
- Add a Snippet to an Email
- Add a View as Web Page Link to an Email
- Add Editable Sections to Email Templates v1.0
- Add Tracked Links to a Text Email
- Create a Calendar Event (.ics) File
- Disable Tracking for an Email Link
- Download an Email’s HTML
- Edit an Email’s HTML
- Email Tests - Champion-Challenger
- Add an Email Champion/Challenger
- Champion/Challenger: Approve Your Email Test
- Champion/Challenger: Analytics
- Champion/Challenger: Declare a Champion
- Champion/Challenger: Define Champion Criteria
- Champion/Challenger: Discard an Email Test
- Champion/Challenger: From Address
- Champion/Challenger: Subject Line
- Champion/Challenger: Whole Emails
- Using Tokens
- Email CC
- Deliverability
- Marketo Engage Modern UX
- Marketo Sales Connect
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Salesforce Customization
- Activity Type Field on Tasks (SFDC)
- Add Sales Connect Buttons to Salesforce
- Create a Salesforce Priority Call Report with Sales Connect Data
- Creating Workflow Rules in Salesforce
- Customization Versions
- Edit Salesforce Field Accesibility
- How to Connect Sales Connect to Your Salesforce Sandbox
- How to Install Customizations in Your Salesforce Sandbox
- How to Install Sales Connect Buttons in Salesforce
- Import a Salesforce ID into Sales Connect
- Install Sales Connect Event Fields on Activity History
- Install Salesforce Customization for Professional Edition Customers
- Push to Sales Connect
- Reporting Dashboards in Salesforce
- Sales Connect Customizations for CRM
- Using Bulk Actions in Salesforce Classic
- Using Bulk Actions in Salesforce Lightning
- Uninstall Marketo Sales Connect from Salesforce Classic
- Uninstall Marketo Sales Connect from Salesforce Lightning
- Salesforce Integration
- Configure Salesforce Activity Detail Customization
- Connect Your Sales Connect Account to Salesforce
- Disconnect Salesforce From Your Sales Connect Account
- How to Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce
- Reply Logging
- Salesforce Diagnostics
- Salesforce Sync Settings
- Tracking Activity Not Showing
- Salesforce Customization
- Email Plugins
- Gmail
- Add Email to Salesforce
- Attaching a Piece of Content
- Calendar Functionality
- Email Connection for Gmail Users
- Gmail Not Pulling In Sales Connect Signature
- How to Add a Template
- Install the Sales Connect Email Plugin for Gmail
- How to Send an Email From Gmail
- How to Uninstall Sales Connect from Gmail
- Preventing Secondary Gmail Address from Integrating with Sales Connect
- Sales Connect Plugin Not Showing up in Gmail
- Schedule an Email for a Later Date
- The Sales Connect Tool Bar
- Unexpected Error in Gmail
- MSC for Outlook
- Gmail
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Content and File Attachment FAQ
- Does Sales Connect Have an iPhone or Android App?
- How Can I Allowlist Sales Connect on My Server?
- I Got Locked out of My Account. What Do I Do?
- Is Sales Connect Compatible with Salesforce Lightning?
- What Are the Sales Connect Terms of Service?
- What is the Sales Connect and Highspot Integration?
- Which Browsers and Email Clients Are Supported with Sales Connect?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Connect?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Connect?
- Integrations
- Marketo
- People
- Phone
- Calls Aren’t Logging to Salesforce
- Call Outcomes
- Call Reasons
- Didn’t Log to Activity History
- Didn’t Log to Salesforce
- Enable Call Recording
- Log Call Reasons and Call Outcomes to Salesforce
- Sales Phone International Calling
- Sales Phone Local Presence
- Sales Phone Overview
- Share Call Recordings with Your Team
- Two-Party Consent Settings
- Tasks
- Templates
- Add Auto-Unsubscribes to a Template
- Add Hyperlinked Text
- Archive Templates
- Create a New Category
- Create a New Template
- Customize Template View
- Delete a Template Category
- Delete a Template
- Edit a Template Category
- Favorite a Template
- Merge and De-Duplicate Categories
- Recommended Templates
- Shared Templates
- Template Engagement
- Using HTML
- View Template List as Another User
- Dynamic Fields
- Marketo Sales Insight
- Actions
- Sales Insight Actions Feature Overview
- Getting Started
- Admin
- Analytics
- Campaigns
- CRM
- Email Integrations
- FAQ
- Can I Recover a Contact or Group I Deleted?
- Can I Track Multiple Recipients with CC/BCC?
- Content and File Attachment FAQ
- Do Views, Clicks, and Replies from the Recipients Listed in the CC and BCC Section of the Email Get Tracked?
- Does Sales Insight Actions Have an iPhone or Android App?
- How Can I Allowlist Sales Insight Actions on My Server?
- How Do I Fix “We Were Unable to Authenticate Your Request” When Connecting to Salesforce?
- How Do I Prevent Self Views?
- How Does Location Tracking Work?
- I Got Locked out of My Account. What Do I Do?
- Which Browsers Does Sales Insight Actions Support?
- What Are the Sales Insight Actions Terms of Service?
- Why Aren’t Any of My Contacts Getting Pushed to Sales Insight Actions?
- Why Aren’t My Dynamic Fields Filling Out?
- Why Aren’t My Sales Activities and Activity Fields Syncing to Salesforce?
- Why Can’t I Delete a Contact?
- Why Didn’t All of My Contacts Get Pushed to Sales Insight Actions?
- Why Do My Emails Get Marked as Spam?
- Why Has My Campaign Ended?
- Why Is Tracking Activity Not Showing in Salesforce Activity?
- Integrations
- Marketo
- People
- Phone
- Send a Sales Email
- Tasks
- Templates
- Using MSI
- MSI Chrome Plugin
- MSI for Microsoft Dynamics
- Features
- Installing
- Download the Marketo Sales Insight Solution for Microsoft Dynamics
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2011
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2013
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 2015
- Install and Configure Marketo Sales Insight in Microsoft Dynamics 365
- Install and Configure Marketo Sales Insight in Microsoft Dynamics Online
- Setting up and Using
- Uninstalling
- Updating
- MSI for Salesforce
- Installation
- Configuration
- Configure Marketo Sales Insight in Salesforce Enterprise/Unlimited
- Configure Marketo Sales Insight in Salesforce Professional Edition
- Configuration for Existing Customers
- Marketo Sales Insight Configuration Tab in Salesforce
- Add Marketo Tab to Salesforce
- Sales Insight Page for Marketo Admins
- Add Sales Insight Permission Set
- Remove Sales Insight Access
- Add Sales Insight Access to Profiles
- Add Bulk Action Buttons to Salesforce Classic
- Bulk Actions in Salesforce Lightning
- Features
- MSI for Mobile
- Upgrading
- MSI Outlook Plugin
- Authorize the Marketo Outlook Plugin
- Install the Marketo Add-in for Outlook with an Enterprise Key
- Install the Marketo Email Add-in for Outlook with a Registration Code
- Issue a Marketo Email Add-in License
- Marketo Outlook Plugin Installation by IT
- Marketo Outlook Plugin Uninstall by IT
- Send and Track an Email with the Email Add-In for Outlook
- Send and Track from Outlook Using a Marketo Template
- Specify Marketo Sales Insight Plugin Admins
- Upgrade your Marketo Email Add-In for Outlook
- Sales Insight for Non-Native MS Dynamics Integrations
- Sales Insight for Non-Native Salesforce Integrations
- Actions
- Mobile Marketing
- Admin
- In-App Messages
- Push Notifications
- Adding a New Test Device
- Configure Mobile Push Notification
- Create a Push Notification
- Delete Mobile Push Notification
- Edit Mobile Push Notification
- Preview a Push Notification
- Send a Mobile Push Notification
- Send a Push Notification Sample
- Understanding Push Notifications
- View the Push Notification Dashboard
- Vibes SMS Messages
- Personalization
- Predictive Content
- Reporting
- Reporting Overview
- Basic Reporting
- Creating Reports
- Editing Reports
- Report Activity
- Build a People Performance Report with Mobile Platform Columns
- Change the Expiration Time for URLS in Report Emails
- Clone a Report to Group Reports
- Clone a Report
- Delete a Report
- Display People or Anonymous Visitors in Web Reports
- Drill Down in a People Performance Report
- Export a Report to Excel
- Filter a Campaign Activity Report
- Filter Assets in a Campaign Email Reports
- Filter Assets in an Email Report
- Filter Deleted/Merged records in an Email Performance Report
- Group Person Reports by Attribute
- Report Email, Campaign Performance Across Workspaces
- Share a Model Across Workspaces
- Tracking Anonymous Activity and People
- Report Subscriptions
- Report Types
- Email Insights
- Performance Insights
- Revenue Cycle Analytics
- Email Analysis
- Opportunity Influence Analyzer
- Program Analytics
- Advanced Program Reporting Overview
- Build a Program Membership Analysis Report that Lists Leads
- Clone a Program Analyzer
- Compare Channel Effectiveness with the Program Analyzer
- Compare Program Effectiveness with the Program Analyzer
- Create a Program Analyzer
- Explore Program & Channel Details with the Program Analyzer
- Make a Program Without a Period Cost Available in Revenue Explorer and Analyzers
- Override Analytics Behavior at the Program Level
- Understanding the Program Cost Analysis Area
- Understanding the Program Membership Analysis Area
- Understanding the Program Opportunity Analysis Area
- Understanding the Program Revenue Stage Analysis Area
- Revenue Cycle Models
- Approve/Unapprove a Revenue Model
- Editing Your Approved Model
- Approving Stages and Assigning Leads to a Revenue Model
- Changing the Name of a Stage
- Cloning a Marketo Example Revenue Model
- Create a New Revenue Model
- Create a Success Path Analyzer
- Enable Custom Field Groups for Model Performance Analysis (Leads)
- Find all Leads in a Revenue Cycle Model
- Merging Two Stages in the Revenue Modeler
- Report on Your Revenue Model
- Set Google AdWords Conversions in the Revenue Model with a Manager Account
- Set Google AdWords Conversions in the Revenue Model
- Start Tracking by Account in the Revenue Modeler
- Understanding Revenue Model Phases
- Understanding Revenue Model Success Path
- Understanding Revenue Models
- Using Revenue Model Gate Stages
- Using Revenue Model Inventory Stages
- Using Revenue Model SLA Stages
- Using Revenue Model Transitions
- Using the Success Path Analyzer
- Revenue Explorer
- Adding Custom Measures to a Revenue Explorer Report
- Adding Fields to a Revenue Explorer Report
- Create a Revenue Explorer Report
- Customize and Display Heat Grids
- Deleting a Field in a Revenue Explorer Report
- Exporting a Revenue Explorer Report
- Graphing Results From Revenue Explorer
- Revenue Explorer Report Types
- Saving a Revenue Explorer Report
- Subscribe to a Revenue Explorer Report
- Sync Custom Fields to the Revenue Explorer
- Understanding Opportunity Analysis in Revenue Explorer
- Using Dashboards in Revenue Explorer
- Revenue Tools
- Advanced BI Analytics
- Target Account Management
- Web Personalization
- Account-Based Web Marketing
- Getting Started
- RTP Tag Implementation
- Deploy the RTP JavaScript
- Enabling or Disabling the RTP JavaScript Tag
- Implementing RTP on Marketo Landing Pages
- Implementing RTP on Wordpress Enterprise
- Implementing RTP on Wordpress
- Implementing RTP using Adobe Tag Manager
- Implementing RTP using Google Tag Manager
- Implementing RTP using Tealium Tag Manager
- Reporting for Web Personalization
- Understanding Web Personalization
- Using Templates
- Using Web Segments
- Website Retargeting
- Working with Web Campaigns
- AB Test Your Web Campaign
- Adding a Target URL to a Web Campaign
- Archive a Web Campaign
- Clone a Web Campaign
- Create a New Dialog Web Campaign
- Create a New In Zone Web Campaign
- Create a New Widget Web Campaign
- Define a Smart List for Web Personalization Activities
- Delete a Web Campaign
- Edit an Existing Web Campaign
- Embed a Form into a Web Campaign
- Export Web Campaign Data
- Filter Web Campaigns
- Label Your Web Campaigns
- Launch/Pause a Web Campaign
- Preview and Test a Web Campaign
- Prioritizing Web Campaigns
- Schedule a Web Campaign
- Set How Your Web Campaign Displays
- Sort Web Campaigns by Latest or Top Performing
- Using the Web Personalization Rich Text Editor
- View Web Campaigns from a Specific Label
- Additional Apps
- Release Notes